Parnassus Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1M | Sell |
208,616
-12,180
| -6% | -$3.8M | 0.15% | 83 |
|
|
2025
Q1 | $116M | Buy |
220,796
+9,617
| +5% | +$5.04M | 0.28% | 50 |
|
|
2024
Q4 | $107M | Buy |
211,179
+21,764
| +11% | +$11M | 0.24% | 60 |
|
|
2024
Q3 | $111M | Buy |
189,415
+187,332
| +8,993% | +$110M | 0.23% | 57 |
|
|
2024
Q2 | $1.06M | Buy |
2,083
+300
| +17% | +$153K | ﹤0.01% | 119 |
|
|
2024
Q1 | $882K | Buy |
1,783
+239
| +15% | +$118K | ﹤0.01% | 125 |
|
|
2023
Q4 | $813K | Buy |
1,544
+307
| +25% | +$162K | ﹤0.01% | 119 |
|
|
2023
Q3 | $624K | Buy |
1,237
+100
| +9% | +$50.4K | ﹤0.01% | 124 |
|
|
2023
Q2 | $546K | Buy |
1,137
+459
| +68% | +$221K | ﹤0.01% | 118 |
|
|
2023
Q1 | $320K | Buy |
678
+178
| +36% | +$84.1K | ﹤0.01% | 129 |
|
|
2022
Q4 | $265K | Buy |
+500
| New | +$265K | ﹤0.01% | 128 |
|